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Fedra Vasquez

We Family Offices

Coral Gables, FL

CRD 7897517

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Employer firm

We Family Offices CRD 109869

$17.8B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
We Family Offices

2811 Ponce De Leon Blvd Suite 840, Coral Gables, FL 33134 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-01-09
  • FL RA
    APPROVED
    Since 2026-01-09

Branch Locations

2811 Ponce De Leon Blvd Suite 840, Coral Gables, FL 33134 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Taco Tennis Academy Miami FL 06/2017 12/2019
Party Cake Bakery Miami FL 12/2019 08/2021
Cornell University Ithaca NY 08/2021 06/2022
Sofi National Bank New York NY 06/2022 08/2022
Cornell University Ithaca NY 08/2022 06/2023
J.P. Morgan Private Bank Miami FL 06/2023 08/2023
Cornell University Ithaca NY 08/2023 12/2023
Unemployed Miami FL 12/2023 03/2024
We Family Offices Miami FL 03/2024 Present
Siudent Miami FL 06/2013 06/2017
  • 06/2017 → 12/2019
    Taco Tennis Academy
    Miami, FL
  • 12/2019 → 08/2021
    Party Cake Bakery
    Miami, FL
  • 08/2021 → 06/2022
    Cornell University
    Ithaca, NY
  • 06/2022 → 08/2022
    Sofi National Bank
    New York, NY
  • 08/2022 → 06/2023
    Cornell University
    Ithaca, NY
  • 06/2023 → 08/2023
    J.P. Morgan Private Bank
    Miami, FL
  • 08/2023 → 12/2023
    Cornell University
    Ithaca, NY
  • 12/2023 → 03/2024
    Unemployed
    Miami, FL
  • 03/2024 → Present
    Miami, FL
  • 06/2013 → 06/2017
    Siudent
    Miami, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-11-25
  • S65 Uniform Investment Adviser Law Examination
    2025-11-25

View on SEC IAPD

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